Steven L. Nielsen
Founder, Wealth Manager
Steven Nielsen is the Founding Principal of Nielsen Wealth Management Group, a Financial Advisory firm located in Tempe, AZ. Steve lives in Gilbert, Arizona with his wife, Lisa. He has been in the investment business since 1995 and estate planning since 1999.
He has his series 7, 66, and insurance licenses.
Steve is a Certified Retirement Financial Advisor (CRFA®). He works as a Financial Advisor helping clients just like you with their financial needs. He was the host of a radio show on 1510 KFNN called “Circle of Wealth” and has written several articles for investment magazines.
Tasks: Head of operations, maintain client accounts, generating and following up on leads, scheduling appointments with clients, and much more.
Tax Professional, EA
Tasks: Enrolled to practice before the IRS. 35 years of experience in the tax industry.